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- Tasks: Analyse bonds and fixed income securities, producing detailed research notes for client suitability.
- Company: LGT Wealth Management, a leading firm with a fresh approach to wealth management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make an impact in the financial markets.
- Qualifications: Bachelor’s degree, interest in finance, and strong analytical skills.
- Other info: Opportunity to work with experienced professionals and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management. Our head office is based in London; however, we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. Our mission is to create long‑term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values.
Brief Role Objective: This role involves working within the fixed income research team to analyse bonds and fixed income securities, assessing their suitability for LGT Wealth Management while following our investment ethos. You will produce detailed research notes for new and existing securities that highlight their structure, sources of return, associated risks, and client suitability.
Key Responsibilities:
- Conduct bottom‑up analysis using published issuer financial statements, credit metrics, and relevant market data; adept at detailed spreadsheet work and data quality standards.
- Analyse fixed income instruments, including government and corporate, as part of ongoing research and upon request.
- Support sector or regional coverage responsibilities as directed.
- Maintain and update security spreadsheets and issuer databases.
- Clearly articulate why fixed income securities are selected and how they meet LGT Wealth Management criteria.
- Produce high‑quality and client‑friendly research notes, summarising investment rationale, risks, and rewards.
- Collaborate with colleagues across the Fixed Income and broader Investment teams; contribute to team discussions and shared initiatives, avoiding silos.
- Engage with the Fixed Income Investment Committee to assist with additions, removals, or renewals on the approved list.
- Work closely with wealth managers and portfolio managers to understand their requirements and provide research support.
- Attend client meetings with team members as needed, helping to explain fixed income positions and market views.
Your profile Key Skills and Technical Requirements:
- Bachelor’s degree or equivalent.
- Working towards or completed IMC and/or CFA.
Other Skills and Attributes:
- An interest in financial markets and some understanding of the key market drivers.
- Strong analytical skills.
- Good organisational skills with the ability to prioritise and meet deadlines.
- Personable, with the ability to build relationships with key external and internal stakeholders.
- Self‑starter, motivated and confident in their ability to understand the investment process.
- Strong IT skills: particularly MS Excel, Word, PowerPoint and Outlook.
- Proficiency with financial data systems will be required, e.g. Bloomberg, Factset and Morningstar.
- Financial modelling and sensitivity analysis, using software such as MS Excel, is also advantageous.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Research Analyst - 12 month FTC employer: LGT Group
Contact Detail:
LGT Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Analyst - 12 month FTC
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at LGT Wealth Management. A friendly chat can open doors and give you insights that might just help you stand out.
✨Tip Number 2
Prepare for interviews by diving deep into fixed income research. Familiarise yourself with current market trends and be ready to discuss how they relate to LGT's investment ethos. Show us you’re passionate about the role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll find loads of info about our culture and values that can help you tailor your approach.
We think you need these skills to ace Research Analyst - 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Research Analyst role. Highlight your analytical skills and any relevant experience in financial markets. We want to see how you can contribute to our mission!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your values align with ours. Remember, we love transparency and integrity!
Showcase Your Technical Skills: Don’t forget to mention your proficiency in tools like Excel, Bloomberg, and any financial modelling experience. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you can check out more about our culture and values while you’re there!
How to prepare for a job interview at LGT Group
✨Know Your Numbers
As a Research Analyst, you'll be diving deep into financial data. Brush up on your understanding of key metrics and how to interpret them. Familiarise yourself with common financial statements and be ready to discuss how you would analyse them in the context of fixed income securities.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess during the interview. Bring examples of past research projects or analyses you've conducted. Be ready to explain your thought process and how you arrived at your conclusions, especially regarding risk assessment and investment suitability.
✨Understand LGT's Ethos
Research LGT Wealth Management’s mission and values thoroughly. Be prepared to discuss how your personal values align with theirs, particularly around transparency and client-centric service. This will show that you're not just interested in the role, but also in contributing to their culture.
✨Practice Your Communication Skills
Since you'll need to produce high-quality research notes and engage with various stakeholders, practice articulating complex financial concepts clearly and concisely. Consider doing mock interviews with friends or mentors to refine your ability to explain your ideas effectively.
